Floater Senior Member Relationship Specialist

Santa Rosa, Californiafull timeOn Site

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senior

H1B: no

Redwoodcu The Floater Senior Member Relationship Specialist at Redwood Credit Union performs operational duties and provides excellent member service while selling and referring credit union products. This role also oversees branch operations and staff in the absence of branch management.

Responsibilities

Sales & Service:
o Provide excellent service to all Members, volunteers, internal employees, and service providers.
o Cross-sell RCU and RCUSG products and services.
o Open accounts and match Member needs to RCU and RCUSG products and services.
o Research Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department.
o Determine the appropriate loan product(s) to meet the Member(s) needs.
o Obtain information from Member to complete loan application; examine and collect proper loan documents.
o Complete loan-funding process and recommend additional products or services to meet Member(s) needs.
Operations Management:
o Balance vault and CDMs.
o Order, receive, and prepare cash shipments.
o May conduct weekly, monthly and quarterly branch audits.